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Beverly Hills Private Wealth’s Linde LIN Stock Holding History

Beverly Hills Private Wealth’s Portfolio LIN Stock Details LIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.15M Sell
2,215
-1,996
-47% -$1.01M 0.22% 100
2026
Q1 		$2.09M Sell
4,211
-423
-9% -$200K 0.35% 76
2025
Q4 		$1.98M Sell
4,634
-207
-4% -$88.7K 0.34% 79
2025
Q3 		$2.3M Sell
4,841
-189
-4% -$89.5K 0.41% 73
2025
Q2 		$2.36M Sell
5,030
-271
-5% -$124K 0.44% 60
2025
Q1 		$2.47M Sell
5,301
-374
-7% -$168K 0.49% 54
2024
Q4 		$2.38M Sell
5,675
-118
-2% -$53.8K 0.48% 55
2024
Q3 		$2.76M Sell
5,793
-1,096
-16% -$500K 0.56% 45
2024
Q2 		$3.02M Sell
6,889
-730
-10% -$321K 0.66% 35
2024
Q1 		$3.54M Sell
7,619
-526
-6% -$228K 0.82% 26
2023
Q4 		$3.35M Sell
8,145
-405
-5% -$160K 0.87% 23
2023
Q3 		$3.18M Sell
8,550
-8,168
-49% -$3.11M 0.95% 22
2023
Q2 		$6.32M Buy
16,718
+8,109
+94% +$2.96M 1.04% 20
2023
Q1 		$3.06M Buy
8,609
+1,722
+25% +$577K 0.95% 25
2022
Q4 		$2.25M Buy
+6,887
New +$2.16M 0.98% 29

Other funds holding LIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Beverly Hills Private Wealth's LIN Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Linde (LIN) stake by 47% in Q2 2026, selling an estimated $1.01M and leaving 2,215 shares worth $1.15M. The position accounts for 0.22% of the portfolio, ranked #100.

Beverly Hills Private Wealth first reported a position in LIN in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.32M in Q2 2023. 2,337 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

  • Beverly Hills Private Wealth held 2,215 shares of Linde worth $1.15M as of Q2 2026.
  • Beverly Hills Private Wealth sold 1,996 Linde shares in Q2 2026, an estimated $1.01M.
  • Linde made up 0.22% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #100 holding.
  • Beverly Hills Private Wealth first reported a position in Linde in Q4 2022 and has held it in 15 quarters since.
  • Beverly Hills Private Wealth's Linde position peaked at $6.32M in Q2 2023.
  • 2,337 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.